UBS IF (Switzerland) Manager Performance Evaluation
| 0P00019WES | 238.63 1.20 0.51% |
The entity has a beta of -0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning UBS IF are expected to decrease at a much lower rate. During the bear market, UBS IF is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in UBS IF Eqs are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat abnormal basic indicators, UBS IF may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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UBS IF Relative Risk vs. Return Landscape
If you would invest 21,497 in UBS IF Eqs on October 5, 2024 and sell it today you would earn a total of 2,366 from holding UBS IF Eqs or generate 11.01% return on investment over 90 days. UBS IF Eqs is generating 0.1817% of daily returns and assumes 0.9656% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than UBS, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UBS IF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS IF's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as UBS IF Eqs, and traders can use it to determine the average amount a UBS IF's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1882
| Best Portfolio | Best Equity | |||
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| Small Returns | 0P00019WES | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average UBS IF is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UBS IF by adding it to a well-diversified portfolio.
Things to note about UBS IF Eqs performance evaluation
Checking the ongoing alerts about UBS IF for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for UBS IF Eqs help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| UBS IF Eqs is not yet fully synchronised with the market data |
- Analyzing UBS IF's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UBS IF's stock is overvalued or undervalued compared to its peers.
- Examining UBS IF's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating UBS IF's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS IF's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of UBS IF's fund. These opinions can provide insight into UBS IF's potential for growth and whether the stock is currently undervalued or overvalued.
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